401(k) · DOL Form 5500 · 2024

Steer Davies and Gleave Inc 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
111
Participants Small participant base
57th
Percentile by assets National rank
$97,268
Avg per participant Below avg balance/head
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Official DOL plan name: Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Steer Davies and Gleave Inc · New York · Other Services

$11M in assets, 111 participants

Steer Davies and Gleave Inc's Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust reported $11M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 57th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,845 in Other Services (7,719 peers)

Coverage in New York

Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust covers 111 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $11M.

#5,845
in Other Services (7,719 peers)
+26.8%
assets growth YoY

Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Other Services and all filers

Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$10,796,752 Top 43% higher than 57% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 117 in the plan year 2023 filing to 111 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 450585269 · Steer Davies and Gleave Inc PY 2024 · 401(k)

Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust · $11M · 111 · 57th

  • BOY $11M
  • SCH 111
  • EBSA 57th
  • PART 401(k)
  • TYPE near Cleveland Society for the Blind 401(k) Retirement Plan
  • NET ind #5845

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in New York →

Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & TrustSteer Davies and Gleave Inc …$11MCleveland Society for the Blind 401(k) Retirement PlanCleveland Society for the Bl…$11MAperture Pet & Life 401(k) PlanAperture Pet & Life 401(k) P…$11MThe Landings Club, Inc. 401(k) Retirement PlanThe Landings Club, Inc. 401(…$11MSpecialty Management, Inc. 401(k) Profit Sharing PlanSpecialty Management, Inc. 4…$11M
End-of-year total assets ($M) among Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN450585269
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Steer Davies and Gleave Inc)

Sponsor-wide plan assets over time

All Steer Davies and Gleave Inc plans reported in each filing year

Latest sponsor-wide plan assets
$11M 26.803524131392937% vs 2023
2024 filing year
$8M$9M$10M$11M$12M 20232024 $8.51M $10.8M ▲ +26.9%
Year Plans Participants Total Assets
2023 1 117 $9M
2024 1 111 $11M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.010796752 · Participants: 111Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cleveland Society for the Blind 401(k) Retirement Plan in OH ($11M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 26.8% during 2024, from $9M to $11M. Reported net income was $2M.
How have Steer Davies and Gleave Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Steer Davies and Gleave Inc's sponsor-wide assets grew 26.8%, from $9M to $11M.
Which 401(k) plans are similar in size to Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Cleveland Society for the Blind 401(k) Retirement Plan in OH ($11M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 450585269.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.